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Robert L Von Holdt, Financial Advisor serving the Stevens Point, WI area - Ameriprise Advisors

Robert L Von Holdt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Alacrity Wealth Advisors
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • University of Wisconsin Stevens Point BA degree

Awards & recognition

  • Ameriprise Circle of Success, 2008

Community participation

North Lakeland Education Foundation, Tomahawk Lake board member

Manitowish Waters and Minocqua Chambers of Commerce, Green Circle Board, past chairman

North Lakeland Discovery Center, Community Foundation of Central Wisconsin, past officer

Interests

  • Boating
  • Bicycling
  • Snowshoeing
  • Downhill Skiing